Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLD | 5.85% | 11.62% | 11.03% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 12/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLD | 12/14/2021 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 11.62 | 11.03 | NA | NA | NA | NA | … | … | 5.85 | 6.62 | 7.07 | 18.89 | 7.42 | 3.86 |
| Sharpe Ratio | NA | 0.60 | 0.56 | NA | NA | NA | NA | … | … | 0.71 | 0.23 | 0.28 | 0.96 | 0.26 | 7.94 |
| Standard Deviation(%) | NA | 15.06 | 15.28 | NA | NA | NA | NA | … | … | 19.53 | 16.53 | 12.16 | 15.94 | 23.09 | 15.29 |
| Draw Down(%) | NA | 11.62 | 19.34 | NA | NA | NA | NA | … | … | 11.62 | 17.22 | 9.05 | 11.56 | 18.50 | 2.65 |
| Yield(%) | 0.00 | 4.60 | 6.33 | 6.18 | 3.09 | 2.06 | 1.54 | … | … | 1.62 | 2.95 | 9.81 | 5.39 | 8.30 | 0.08 |
Data as of 06/17/2026, Common starting date is 12/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLD (ABLD) |
7.81%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLD (ABLD) |
15.73%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart